Beacon Financial Group logo

Beacon Financial Group Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

Beacon Financial Group is a financial services firm that provides planning and advisory services to individuals and business owners, guiding clients through a structured process of identifying goals, assembling a plan, taking action, and ongoing management. Based in Warren, New Jersey, the firm emphasizes adapting clients’ plans as life circumstances change to keep wealth strategies aligned with their objectives. With more than two decades of experience, Beacon Financial Group positions itself as a knowledgeable partner for a range of clients—from those starting their careers to those nearing retirement—offering professional asset management and guidance through the transitions that accompany different life stages. The company operates within the broader financial services industry and works with clients through a framework in which securities and advisory services are provided by an affiliated registered investment advisor.

Find Beacon Financial Group employees' phone numbers or email addresses

Beacon Financial Group Global Highlights

Location
Employees

North America
75

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  • United States Of America
    75

Oceania
1

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  • Australia
    1

Beacon Financial Group's Leadership

  • Stylized image of a person
    N. E.
    Chief Development Officer
    Phone icon
  • Stylized image of a person
    L. W.
    Head Of Finance
    Phone icon
  • Stylized image of a person
    C. K.
    Senior Partner
    Phone icon
  • Stylized image of a person
    S. J. C. C.
    Planning & Portfolio Manager
    Phone icon
  • Stylized image of a person
    B. L.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    L. G.
    Project Co-Ordinator
    Phone icon
  • Stylized image of a person
    D. M.
    Insurance Agent
    Phone icon
  • Stylized image of a person
    E. R.
    Arts Et Mtiers Paristech
    Phone icon

Beacon Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Community & Social Services
  • Finance
  • Consultant

Contact profiles from Beacon Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. K.
    Senior Partner
    Phone icon
    May 31, 2026
  • Stylized image of a person
    N. E.
    Chief Development Officer
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    L. W.
    Head Of Finance
    Phone icon
    AustraliaNew South Wales
    Apr 13, 2026
  • Stylized image of a person
    S. J. C. C.
    Planning & Portfolio Manager
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    B. L.
    Financial Advisor
    Phone icon
    Jun 26, 2026
  • Stylized image of a person
    L. G.
    Project Co-Ordinator
    Phone icon
    Jun 01, 2026
  • Stylized image of a person
    D. M.
    Insurance Agent
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    E. R.
    Arts Et Mtiers Paristech
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    J. H.
    Realtor
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    N. B.
    Agent
    Phone icon
    Oct 17, 2024

Frequently Asked Questions

What is Beacon Financial Group known for?

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Beacon Financial Group was founded in 1996 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Beacon Financial Group's company overview page for more information.

What is Beacon Financial Group's most common email format?

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Beacon Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Beacon Financial Group email formats with LeadIQ.

How many employees does Beacon Financial Group have currently?

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Beacon Financial Group has approximately 37 employees as of July 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Beacon Financial Group's key employees and leadership?

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As of July 2026, Beacon Financial Group's key employees include:

  • Chief Development Officer: N. E.
  • Head Of Finance: L. W.
  • Senior Partner: C. K.
  • Planning & Portfolio Manager: S. J. C. C.
  • Financial Advisor: B. L.

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